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Showing posts from August, 2018

Microsoft Dynamics 365 CE - Sample Data (Sales/Service/Marketing)

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Install/Remove Sample Data. 1. Navigate to Setting -> Data Management. The following screen appears. 2. Click on Sample Data. If the sample data is already installed, the following screen appears. Click on Remove Sample data to remove sample data from the system. If the sample data is not installed, the following screen appears. Click on install Sample data to install sample data from the system.

Free Trial Microsoft Dynamics 365 CE Account Creation - No work account email required.

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Free 30 day Trial Microsoft Dynamics 365 Customer Engagement Account Creation  Steps: 1. Navigate to  http://trials.dynamics.com/ 2. The below screen appears. Click on Sign up here. 3. The following screen appears. Enter the details. You can use your personal email id. 4. Click  Next. The following screen appears. Enter the details. 5.  Click on Create my account button. The following screen appears: 6. Enter you phone number to validate your account. An OTP is sent to your phone. Enter the OTP and click Next. 7. The following screen appears. It may take some time for Set up button to appear. Click on Set up. 8. The following screen appears.  9. Click on the module that you require. I have selected All. Then choose the currency. I have the default currency(US Dollar) and default language (English) selected for my instance. Click on Complete Setup. 10. It takes a couple of minutes to complete the setup.  Here is t

Dynamics 365 - Uninstall CDS Solution from CRM Instance - Create Invoice Button Missing on Order Form

Hi All, When we delete the managed CDS solutions from the D365 Sales instance, the D365 instance doesn't get reverted back to its OOB state. We will notice that Create Invoice Button is missing from the Order form. And Submit Order button still remains present on the order form. The issue is because of the "IsSOPIntegrationEnabled" attribute setting on  Entity "organization" . When the CDS solution is uninstalled for integrating Sales and Fin Ops systems, the following changes are still present: 1. Boolean Attribute IsSOPIntegrationEnabled on Entity "organization" sets to true. 2. ‘Create Invoice’ button on the Sales Order ribbon is replaced with a ‘Submit Order’ button 3. ‘Submitted Status’ fields on the Sales Order entity is enabled. D365 Sales instance can't be changed back to its OOB solution by UI configurations or customizations. The only solution to revert back the CRM instance to OOB solution is by making code changes. Plea